How to

How to import from a CSV

Import stages rows from a spreadsheet, lets you validate them, and promotes the valid ones. Nothing lands until you promote.

  1. Open the Import tab and choose the entity you are importing.
  2. Upload the CSV and map its columns to the app's fields.
  3. Review the staged rows: fix or drop any the validator flags.
  4. Promote the valid rows. Import is append-only, so a corrected re-upload adds rows alongside the originals.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.